Portfolio (Quarterly)
Guide ↗
MILLER WEALTH ADVISORS, LLC
· CIK 0001908158| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | ITW | ILLINOIS TOOL WKS INC | Industrials | 125.0 | $31K | 0.01% | NEW | — | $246.30 | +9.9% |
| 42 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 226.0 | $30K | 0.01% | NEW | — | $132.97 | -11.6% |
| 43 | KO | THE COCA-COLA CO | Consumer Defensive | 390.0 | $27K | 0.01% | NEW | — | $69.91 | +15.0% |
| 44 | VRT | VERTIV HLDGS CO | Industrials | 162.0 | $26K | 0.01% | NEW | — | $162.01 | +101.0% |
| 45 | IREN | IREN LTD F | Financial Services | 680.0 | $26K | 0.01% | NEW | — | $37.77 | +26.4% |
| 46 | OHI | OMEGA HEALTHCARE INVS IN | Real Estate | 573.0 | $25K | 0.01% | NEW | — | $44.34 | +7.4% |
| 47 | T | AT&T INC | Communication Services | 1,022.0 | $25K | 0.01% | NEW | — | $24.84 | -9.7% |
| 48 | OXY | OCCIDENTAL PETE CORP | Energy | 615.0 | $25K | 0.01% | NEW | — | $41.12 | +24.5% |
| 49 | APLD | APPLIED DIGITAL CORP | Technology | 1,000.0 | $25K | 0.01% | NEW | — | $24.52 | +67.0% |
| 50 | OPEN | OPENDOOR TECHNOLOGIES IN | Real Estate | 4,065.0 | $24K | 0.01% | NEW | — | $5.83 | -26.2% |
| 51 | BP | BP P L C F | Energy | 668.0 | $23K | 0.01% | NEW | — | $34.71 | +8.7% |
| 52 | JEPI | JPMORGAN EQUITY PREMIUM | — | 382.0 | $22K | 0.01% | NEW | — | $57.24 | -2.0% |
| 53 | SO | SOUTHERN CO | Utilities | 250.0 | $22K | 0.01% | NEW | — | $87.20 | +10.0% |
| 54 | MCD | MCDONALDS CORP | Consumer Cyclical | 70.0 | $21K | 0.01% | NEW | — | $305.63 | -13.4% |
| 55 | LMT | LOCKHEED MARTIN CORP | Industrials | 42.0 | $20K | 0.01% | NEW | — | $483.67 | +4.4% |
| 56 | AMD | ADVANCED MICRO DEVIC | Technology | 89.0 | $19K | 0.01% | NEW | — | $214.16 | +148.7% |
| 57 | JEPQ | J P MORGAN NASDAQ EQT | — | 324.0 | $19K | 0.01% | NEW | — | $58.12 | +3.5% |
| 58 | CMCSA | COMCAST CORP NEW | Communication Services | 629.0 | $19K | 0.01% | NEW | — | $29.89 | -24.1% |
| 59 | NFLX | NETFLIX INC | Communication Services | 180.0 | $17K | 0.01% | NEW | — | $93.76 | -24.4% |
| 60 | D | DOMINION ENERGY INC | Utilities | 280.0 | $16K | 0.01% | NEW | — | $58.59 | +18.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.1%
Communication Services
29.0%
Consumer Cyclical
22.0%
Energy
13.5%
Industrials
0.6%
Financial Services
0.5%
Consumer Defensive
0.2%
Healthcare
0.1%
Utilities
0.0%
Basic Materials
0.0%